Wendy Fisk

Wendy Fisk Email and Phone Number

Coach | Director | Client Services Strategy | B2B | B2C | Customer Success | SaaS Account Manager @ IRALOGIX
pittsburgh, pennsylvania, united states
Wendy Fisk's Location
Littleton, Colorado, United States, United States
Wendy Fisk's Contact Details
About Wendy Fisk

I like to solve problems. Driven by intellectual curiosity and an entrepreneurial spirit, I work with people where they are, figure out their needs, and show up prepared to add value to their lives. I’m strategically-minded and I really listen. I like to discuss differences and ask questions to clarify assumptions. Companies are most successful with strong, collaborative teams. I focus on building, and being part of, teams that thrive.I have enjoyed many amazing positions in my career and the common element in every one of them is the human connection: to bring ideas together, influence an outcome, and scale for future growth. And, I’m constantly learning. My personal and professional experiences taught me the following about myself:• I can explain the company mission and vision to people so they understand the “why” behind their

Wendy Fisk's Current Company Details
IRALOGIX

Iralogix

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Coach | Director | Client Services Strategy | B2B | B2C | Customer Success | SaaS Account Manager
pittsburgh, pennsylvania, united states
Website:
iralogix.com
Employees:
33
Wendy Fisk Work Experience Details
  • Iralogix
    Director, Relationship Manager
    Iralogix Jun 2023 - Present
    Pittsburgh, Pennsylvania, United States
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  • Netsuite
    Senior Account Manager - High-Tech
    Netsuite May 2021 - Mar 2023
    Denver, Colorado, United States
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  • Bold Font
    Director Of Business Development / Coach
    Bold Font Sep 2019 - May 2021
    Greater Denver Area
    Analyze the current curriculum and modify to create the digital leadership coaching platform. Collaborate to create content, product solutions and messaging. Align the marketing strategy to provide the highest level of customer satisfaction. Co-Active Training Institute leadership coach.
    View
  • Vwise, Inc.
    Director, Client Services
    Vwise, Inc. Jun 2015 - Jul 2019
    Hq: Orange County, Ca
    Responsible for being the voice of the customer; helping to grow the client's business efficiently through onboarding/training of the SaaS product, and transforming chaos into order, all while remaining a truly collaborative customer champion. Oversaw project enhancements through internal collaboration in order to incorporate intra-company knowlege and anticipate future customer needs. Analyzed, enhanced, and documented processes. Facilitated customer email marketing campaigns. Communicated effectively in order to deliver a cohesive customer service experience.
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  • Oppenheimerfunds
    Assistant Vice President
    Oppenheimerfunds Oct 2013 - May 2015
    Greater Denver Area
    Defined, documented and presented the client contract management process flow to internal stakeholders. Negotiated new language and pricing with clients in order to create a more cohesive, standardized process. Acted as internal liaison and collaborative relationship manager to sales, finance, accounting and legal in order to ensure insights from across the company were incorporated into additional process enhancement opportunities and change initiatives.
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  • Broadridge
    Vice President, Relationship Manager
    Broadridge 2008 - Sep 2013
    Matrix Financial Solutions, Denver, Co 80202
    Drove sales, marketing and operational improvement for Third Party Administrator and Advisor relationships. Subject Matter Expert for the trading platform process. Identified new product opportunities to enhance customer experience, provided plan-level asset reviews, negotiated contract pricing, and provided RFP assistance. Internal communications liasion for operations team, working closely with them on escalated client issues.
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  • Matrix Financial Solutions
    Assistant Vice President, Mg Advisory Services
    Matrix Financial Solutions 2004 - 2007
    Greater Denver Area
    Built and managed the operations team for the advisory channel, streamlined procedures and provided relationship support to Third Party Administrators and outside money managers. Created the strategy and implementation for new customer SaaS products. Coached and mentored staff to help produce tangible outcomes and increased employee engagement.
  • Matrix Financial Solutions
    Operations Manager
    Matrix Financial Solutions 2002 - 2004
    Greater Denver Area
    Managed a team of Account Executives servicing our Third Party Administrator customers on a day-to-day operational and administrative level.
  • Matrix Financial Solutions
    Sr. Account Executive
    Matrix Financial Solutions 1999 - 2002
    Greater Denver Area
    Provided all daily support to our largest Third Party Administrator. As a startup company, responsible for creating and documenting operational procedures that ensured a scale-able business model.
  • Trust Company Of America - Gemisys
    Account Executive
    Trust Company Of America - Gemisys 1996 - 1999
    Centennial, Co
    Trained new employees and managed client accounts that involved end-to-end coordination of all client driven mailings, communications and the processing of annual Schedule K-1 tax filing for partnerships. Worked closely with the Call Center and Transfer Agent to assist with elevated client issues.

Wendy Fisk Skills

Series 7 Series 24 Series 66 Highly Detail Oriented Business Development Long Term Customer Relationships Operations Management Thorough Research Inter Departmental Cooperation Uniform Combined State Law Series 63 Mutual Funds 401k Asset Management Defined Contribution Financial Services Leadership Relationship Management Crm Retirement Management Business Relationship Management Process Improvement Business Process Improvement Analytical Skills Customer Experience Software Implementation Cross Selling Start Ups Agile Project Management Software As A Service Microsoft Office Salesforce.com Jira Negotiation Cross Functional Team Leadership Customer Engagement Customer Service Voice Of The Customer Up Selling

Wendy Fisk Education Details

Frequently Asked Questions about Wendy Fisk

What company does Wendy Fisk work for?

Wendy Fisk works for Iralogix

What is Wendy Fisk's role at the current company?

Wendy Fisk's current role is Coach | Director | Client Services Strategy | B2B | B2C | Customer Success | SaaS Account Manager.

What is Wendy Fisk's email address?

Wendy Fisk's email address is we****@****ail.com

What is Wendy Fisk's direct phone number?

Wendy Fisk's direct phone number is +172045*****

What schools did Wendy Fisk attend?

Wendy Fisk attended Minnesota State University, Mankato.

What skills is Wendy Fisk known for?

Wendy Fisk has skills like Series 7, Series 24, Series 66, Highly Detail Oriented, Business Development, Long Term Customer Relationships, Operations Management, Thorough Research, Inter Departmental Cooperation, Uniform Combined State Law, Series 63, Mutual Funds.

Who are Wendy Fisk's colleagues?

Wendy Fisk's colleagues are Stefanie Laughlin, Brooks Johnson, Lowell Smith, Adam B., Amanda Baird, Alexa Terrell, Alissa Harms.

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